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Asset Planning Services (Pennsylvania)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,476
Closed -$130K – 216
2019
Q3 		$130K Hold
7,476
– – 0.06% 86
2019
Q2 		$134K Hold
7,476
– – 0.06% 83
2019
Q1 		$131K Hold
7,476
– – 0.06% 83
2018
Q4 		$113K Hold
7,476
– – 0.06% 83
2018
Q3 		$133K Hold
7,476
– – 0.06% 80
2018
Q2 		$138K Hold
7,476
– – 0.07% 78
2018
Q1 		$129K Sell
7,476
-1,800
-19% -$31.7K 0.07% 81
2017
Q4 		$162K Hold
9,276
– – 0.08% 76
2017
Q3 		$156K Buy
9,276
+20
+0.2% +$322 0.09% 80
2017
Q2 		$148K Buy
9,256
+32
+0.3% +$505 0.09% 81
2017
Q1 		$145K Buy
9,224
+24
+0.3% +$376 0.1% 79
2016
Q4 		$141K Sell
9,200
-1,284
-12% -$18.9K 0.11% 74
2016
Q3 		$151K Buy
10,484
+32
+0.3% +$454 0.13% 71
2016
Q2 		$141K Buy
10,452
+28
+0.3% +$372 0.12% 78
2016
Q1 		$136K Buy
10,424
+48
+0.5% +$581 0.12% 83
2015
Q4 		$135K Buy
10,376
+44
+0.4% +$587 0.13% 66
2015
Q3 		$131K Buy
10,332
+40
+0.4% +$551 0.13% 64
2015
Q2 		$148K Buy
+10,292
New +$149K 0.14% 62

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SCHA Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2019, closing a stake of 7,476 shares — an estimated $130K sold.

Asset Planning Services (Pennsylvania) first reported a position in SCHA in Q2 2015 and held it in 18 quarters. The position peaked at $162K in Q4 2017. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 7,476 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $130K.
  • Asset Planning Services (Pennsylvania) first reported a position in Schwab U.S Small- Cap ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Schwab U.S Small- Cap ETF position peaked at $162K in Q4 2017.
  • 707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.